Life Wealth Investments, LLC Incresed Positions in Q3 2025

Life Wealth Investments, LLC

  • $351 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
74
+ 0.45%
$40.84 - $45.06 $3.02K - $3.33K
16.4K $722M
DMAR
First Tr Ex Tr Viii Cboe Vest
192
+ 3.66%
$39.59 - $40.77 $7.6K - $7.83K
5.43K $222M
VGLT
Vanguard Long Term Treasury Et

ETFs
138
+ 1.96%
$54.21 - $57.41 $7.48K - $7.92K
7.16K $407M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
155
+ 1.66%
$37.98 - $39.81 $5.89K - $6.17K
9.5K $369M
ABC
Amerisourcebergen Corp

Healthcare
7
+ 1.01%
N/A
703 $220M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
124
+ 1.18%
$28.95 - $29.73 $3.59K - $3.69K
10.6K $316M
PNW
Pinnacle West Capital Corp

Utilities
51
+ 1.22%
$85.87 - $94.45 $4.38K - $4.82K
4.22K $378M
CSCO
Cisco Systems, Inc.

Technology
120
+ 3.37%
$66.2 - $71.79 $7.94K - $8.61K
3.68K $252M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
40
+ 1.11%
$100.16 - $100.7 $4.01K - $4.03K
3.64K $366M
IP
International Paper CO

Consumer Cyclical
158
+ 1.79%
$45.32 - $55.68 $7.16K - $8.8K
9.01K $418M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
27
+ 0.5%
N/A
5.4K $268M
KMB
Kimberly Clark Corp

Consumer Defensive
61
+ 2.85%
$121.72 - $136.77 $7.42K - $8.34K
2.2K $274M
PEG
Public Service Enterprise Group Inc

Utilities
9
+ 0.2%
$79.99 - $90.14 $720 - $811
4.54K $379M
LLY
Eli Lilly & CO

Healthcare
7
+ 0.87%
$625.65 - $812.69 $4.38K - $5.69K
810 $618M
PRU
Prudential Financial Inc

Financial Services
73
+ 1.62%
$100.68 - $109.89 $7.35K - $8.02K
4.57K $474M
T
At&T Inc.

Communication Services
194
+ 0.84%
$26.94 - $29.62 $5.23K - $5.75K
23.3K $658M
CTAS
Cintas Corp

Industrials
23
+ 2.12%
$199.29 - $226.27 $4.58K - $5.2K
1.11K $227M
CAG
Conagra Brands Inc.

Consumer Defensive
372
+ 2.45%
$18.04 - $21.14 $6.71K - $7.86K
15.6K $285M
PG
Procter & Gamble CO

Consumer Defensive
111
+ 1.39%
$150.47 - $161.22 $16.7K - $17.9K
8.09K $1.24B
ISRG
Intuitive Surgical Inc

Healthcare
17
+ 3.53%
$433.66 - $544.47 $7.37K - $9.26K
499 $223M
DE
Deere & CO

Industrials
9
+ 0.84%
$457.26 - $524.37 $4.12K - $4.72K
1.08K $495M
NFLX
Netflix Inc

Communication Services
22
+ 1.96%
$1147.87 - $1297.18 $25.3K - $28.5K
1.14K $1.37B
Activity Summary
Buys All Purchases 149 New Holdings 26 Increased Positions 123 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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